Acm Research Inc (ACMR)vsTeradyne Inc (TER)
ACMR
Acm Research Inc
$72.77
+6.22%
TECHNOLOGY · Cap: $5.18B
TER
Teradyne Inc
$371.47
+2.71%
TECHNOLOGY · Cap: $59.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 330% more annual revenue ($4.46B vs $1.04B). TER leads profitability with a 25.8% profit margin vs 14.5%. ACMR trades at a lower P/E of 35.1x. TER earns a higher WallStSmart Score of 79/100 (B+).
ACMR
Buy62
out of 100
Grade: C+
TER
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.9%
Fair Value
$118.24
Current Price
$72.77
$45.47 discount
Intrinsic value data unavailable for TER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Strong operational efficiency at 33.2%
Revenue surging 103.9% year-over-year
Earnings expanding 385.8% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Trading at 18.5x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : TER
The strongest argument for TER centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.8% and operating margin at 33.2%. Revenue growth of 103.9% demonstrates continued momentum.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : TER
The primary concerns for TER are Price/Book, P/E Ratio. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
ACMR carries more volatility with a beta of 1.95 — expect wider price swings.
TER is growing revenue faster at 103.9% — sustainability is the question.
TER generates stronger free cash flow (378M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (79/100 vs 62/100), backed by strong 25.8% margins and 103.9% revenue growth. ACMR offers better value entry with a 45.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acm Research Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ACM Research, Inc. develops, manufactures and sells single wafer wet cleaning equipment to improve the manufacturing process and performance of embedded chips globally. The company is headquartered in Fremont, California.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
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